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FEATURED BLOG POSTS
When Changing Jobs, Rollovers May Offer Benefits
Consolidating retirement accounts can help your retirement immensely For many individuals, changing jobs can be an exciting opportunity to advance their career or pursue new interests. However, it can also present a challenge when it comes to managing their...
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Investment Changes
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ALL BLOG POSTS
The Importance of Setting Career Goals
We all want to grow in our careers; after all, no one wants to be stuck in the same job for years...
5 Last Minute Considerations Before Tax Day
With April’s federal tax filing and payment deadline on the horizon, Americans are dotting their...
6 Money Myths That Are Limiting Your Wealth
When people think of “myths,” they often think of such stories as Pandora’s Box (the woman who...
2022 Investment Changes
We are officially out of the ultra (artificially?) low-interest rate era of the past decade with no indicators of going back. With these factors in play, we were certainly more active with portfolio and investment changes in 2022.
2022 Year in Review
2022 was a challenging year in the markets driven by the Federal Reserve raising interest rates at the fastest clip in over 40 years.
November 2022 Investment Changes
We reduced our exposure to infrastructure oriented companies, re-positioning these assets into Mid-Cap Value companies.
September 2022 Investment Changes
We reduced our exposure to infrastructure oriented companies, re-positioning these assets into Mid-Cap Value companies.
May 2022 Investment Changes
In light of continued inflation and interest rate hikes by the Fed, here are a few changes we’ve made to support a slightly…
6 People to Have on Your Career Change Team
Most people immediately think about the what. What job suits me better? What company do I want to join? What career will bring me more job satisfaction? But they fail to ask a key question: Who?…
Roth Conversions Explained
Should You Consider a Roth Conversion? A Roth conversion refers to the process of moving money...
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At BridgeQuest Wealth Strategies, we specialize in helping clients navigate significant career transitions. We have a proven process that helps you understand all the different aspects of your transition. We'll help you figure out what's most important to you and develop a plan to make your transition as smooth as possible.
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